Unified Investment Management Purchases in Q2 2025

Unified Investment Management

  • $93.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ECOW
Pacer Fds Tr Emerging Markets

ETFs
8
+ 0.05%
$17.92 - $21.94 $143 - $176
16.6K $367M
T
At&T Inc.

Communication Services
270
+ 0.91%
$26.33 - $28.94 $7.11K - $7.81K
30K $867M
V
Visa Inc.

Financial Services
35
+ 1.43%
$308.27 - $373.31 $10.8K - $13.1K
2.48K $881M
Siriusxm Holdings Inc
425
+ 1.42%
N/A
30.4K $698M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
34
+ 0.08%
$51.68 - $52.76 $1.76K - $1.79K
41.7K $2.2B
RFV
Invesco Exchange Traded Fd Tr

ETFs
24
+ 1.1%
$97.97 - $121.24 $2.35K - $2.91K
2.21K $267M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
1
+ 0.01%
$43.45 - $49.4 $43.5 - $49.4
11.8K $585M
KO
Coca Cola CO

Consumer Defensive
302
+ 5.47%
$68.37 - $73.9 $20.6K - $22.3K
5.82K $412M
GVI
Ishares Tr

ETFs
4
+ 0.02%
$104.82 - $106.79 $419 - $427
17.4K $1.86B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
150
+ 0.25%
$18.28 - $18.7 $2.74K - $2.81K
59.6K $1.11B
NEAR
Blackrock Short Maturity Bond

ETFs
13
+ 0.03%
$50.41 - $51.17 $655 - $665
41.9K $2.14B
ASUR
Asure Software Inc

Technology
130
+ 0.35%
$8.82 - $10.16 $1.15K - $1.32K
37.5K $366M
MTCH
Match Group, Inc.

Communication Services
565
+ 2.03%
$27.03 - $31.93 $15.3K - $18K
28.4K $878M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
1
+ 0.03%
$51.81 - $61.79 $51.8 - $61.8
3.77K $233M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
140
+ 0.53%
$20.16 - $20.49 $2.82K - $2.87K
26.7K $548M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
140
+ 0.5%
$19.49 - $19.66 $2.73K - $2.75K
28K $551M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
46
+ 0.3%
$23.32 - $24.45 $1.07K - $1.12K
15.5K $379M
VNLA
Janus Henderson Short Duration

ETFs
20
+ 0.04%
$48.74 - $49.2 $975 - $984
45.4K $2.23B
SO
Southern CO

Utilities
2
+ 0.08%
$84.91 - $92.56 $170 - $185
2.66K $244M
EQNR
Equinor Asa

Energy
707
+ 2.97%
$22.04 - $28.08 $15.6K - $19.9K
24.5K $616M
TMO
Thermo Fisher Scientific Inc.

Healthcare
140
+ 16.91%
$390.26 - $489.06 $54.6K - $68.5K
968 $392M
CNXC
Concentrix Corp

Technology
548
+ 2.86%
$45.73 - $57.88 $25.1K - $31.7K
19.7K $1.04B
JNJ
Johnson & Johnson

Healthcare
281
+ 5.39%
$146.36 - $159.82 $41.1K - $44.9K
5.5K $840M
ALB
Albemarle Corp

Basic Materials
349
+ 6.11%
$50.76 - $72.25 $17.7K - $25.2K
6.06K $380M
SHEL
Shell PLC

Energy
269
+ 1.44%
$59.75 - $73.05 $16.1K - $19.7K
19K $1.34B
Knife River Corp
153
+ 2.63%
N/A
5.97K $487M
XOM
Exxon Mobil Corp

Energy
169
+ 3.33%
$99.93 - $119.04 $16.9K - $20.1K
5.24K $565M
TFX
Teleflex Inc

Healthcare
219
+ 6.34%
$117.53 - $141.38 $25.7K - $31K
3.67K $435M
MRK
Merck & Co., Inc.

Healthcare
674
+ 7.1%
$73.47 - $87.12 $49.5K - $58.7K
10.2K $805M
WY
Weyerhaeuser CO

Real Estate
158
+ 1.03%
$24.69 - $29.48 $3.9K - $4.66K
15.5K $397M
COP
Conocophillips

Energy
591
+ 8.54%
$82.66 - $106.1 $48.9K - $62.7K
7.52K $674M
AAPL
Apple Inc.

Technology
228
+ 3.28%
$172.42 - $223.89 $39.3K - $51K
7.18K $1.47B
CVX
Chevron Corp

Energy
241
+ 4.79%
$133.73 - $168.51 $32.2K - $40.6K
5.28K $755M
TAP
Molson Coors Beverage CO

Consumer Defensive
271
+ 1.84%
$47.24 - $62.46 $12.8K - $16.9K
15K $720M
HALO
Halozyme Therapeutics, Inc.

Healthcare
847
+ 3.97%
$47.91 - $70.14 $40.6K - $59.4K
22.2K $1.15B
Activity Summary
Buys All Purchases 86 New Holdings 9 Increased Positions 77 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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